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This is Amplify - an entertainment hub for the connected generation. For updates, interviews & more, catch #AmplifyNOW in your news feed every weekday! YouTube interviews & more: http://bit.ly/1U6aWLr Follow us on Twitter: @thisisamplify (twitter.com/thisisamplify) Instagram: thisisamplify (bit.ly/1VRUTQD) Snapchat: thisisamplify (www.snapchat.com/add/thisisamplify) Facebook: This is Amplify (www.facebook.com/thisisamplify)
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The Purpose Focused Advisor," a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges. This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or ...
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Knight Colman: Leading the Firm While Honoring the Founders’ Vision
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In this episode of The Purpose Focused Advisor podcast, Rob Brown interviews Knight Colman, a second-generation partner at Colman Knight Advisory Group. They explore Knight's journey into the financial planning industry and the vital role of intentional succession planning. Knight shares his perspective on the unique challenges and opportunities th…
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Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships
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In this episode of The Purpose Focused Advisor, Rob Brown speaks with industry veteran Shawn Maloney about his client-centered approach to retirement planning. As the founder of Retire Wise, LLC and host of The Priority of Retirement podcast, Shawn emphasizes the importance of purposeful planning to help clients achieve a happy and fulfilled retire…
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Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams
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In this episode of The Purpose Focused Advisor, Rob Brown sits down with Matthew Gray, a NextGen financial planner from Larson Wealth Management. Matthew shares pivotal milestones from his career and reveals how mentorship has shaped his journey. He discusses the power of collaboration and why younger advisors are helping reshape the financial plan…
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Jack Heintzelman: Bridging the Generational Gap in Financial Planning
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In this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack's unique journey into financial planning. Jack discusses his passion for mentorship, focused growth, and the changing dynamics between senior and younger advisors. His dedication to building p…
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Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice
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In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra sit down with Freeman Linde, a successful financial advisor, co-founder of La Crosse Financial Planning, and founder of AccelRIA. Freeman shares his journey from struggling in a traditional broker-dealer setup to breaking free and building his own thriving Registered Inves…
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Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals
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In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Daniel Allgaier, the founder of Equity Compensation FP, to explore a fresh perspective on financial planning for young professionals in the tech industry. Daniel, a NextGen advisor, discusses his approach to working with clients in their 30s and 40s, especially those dealing w…
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Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach
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In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM Wealth Advisors about their unique approach to financial advising, centered on building "Total Relationships" with clients. Tyson and Kim discuss their personal journeys and the philosophy that drives their success—prioritizi…
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Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact
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In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Duncan MacPherson, a renowned industry leader, coach, and speaker. Duncan shares his journey from an unexpected start in the financial services industry to building the highly respected Pareto Systems. He discusses the importance of being purpose-driven and offers valuable ins…
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Alex Neri: Accelerate Your Practice with a Growth Focused Mindset
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In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Alex Neri, CFP®, ChFC®, RICP®, Advisor with SixPoint Financial Partners, and host of the Roadmap to Retirement podcast. Alex shares his journey from an unexpected start in finance to becoming a passionate advocate for financial literacy. Alex brings fresh insights into the evo…
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Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement
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In this episode, Rob Schultz, a Certified Financial Planner with NWF Financial Advisory Group and a specialist in working with physicians, shares how he chose this niche and achieved success. He delves into the unique challenges physicians face at different career stages, including managing debt, buying a home, and dealing with burnout. Rob undersc…
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Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale
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In this episode of The Purpose-Focused Advisor, Rob and Phil are joined by Jeff Concepcion, founder and CEO of Stratos Wealth Partners. Jeff provides insights into nurturing an entrepreneurial mindset as a financial advisor and emphasizes the significance of supported independence. He explains how firm leaders should enhance their focus on core str…
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David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach
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In this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at Davidson Investment Advisors. David explains why advisors should transform financial planning from a mundane task into a meaningful and memorable client experience. He shares practical strat…
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Brad Williams: Transforming Financial Advice with Dynamic Client Engagement
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In this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth Group. Brad shares his insights on creating a dynamic, comprehensive financial planning experience for clients, leveraging social media to grow his business, and maintaining a healthy work-li…
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Chris Flis: Fighter Jet Lessons for Financial Planners
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In this episode of The Purpose-Focused Advisor, we chat with Chris Flis, founder of Resilient Asset Management. Chris shares his unique journey from flying F-18s for the US Navy to managing his family’s fast food franchise and how these experiences inform his financial planning practice. We discuss the importance of comprehensive financial planning…
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The Power of Personal Stories in Growing a Successful Financial Planning Practice
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In today's episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a non-traditional background in nursing, Tess explains how her long career in healthcare has shaped her client approach and helped her build strong relationships with the right clients. We also discuss effective strategi…
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Mid-Year Strategies to Strengthen Your Advisory Practice
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In this episode, Rob takes the hot seat as he and Phil dive deep into what financial advisors should be focusing on as we head into the second half of the year. They discuss practical strategies for managing client relationships, growing business more intentionally, handling the stress brought on by current news cycles, and staying proactive in you…
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Today, Rob and Phil explore how financial advisors make significant, lasting impacts on their clients' lives and in their communities. They discuss the importance of developing signature processes, prioritizing client needs, fostering trust, and truly valuing each client to enhance both the positive influence on clients and the growth of their prac…
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John Stadtmueller: Why Purpose-Focused Advisors Finish First
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Today we talk with John Stadtmueller, the Founder of Good Advisors Finish First, an independent network of financial advisors committed to pursuing better client outcomes as a community. John shares with us the four core values of the community, highlights the need for innovative thinking, open-mindedness, and a more collaborative approach in addre…
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Zack Hubbard: Making Financial Planning Accessible for Everyone
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Today, Rob sits down with Zack Hubbard, Director of Financial Planning & Participant Engagement with Greenspring Advisors, to explore how to make financial planning more accessible for everyone. They discuss the importance of offering high-quality advice to all clients, tailored to their specific needs and circumstances. Zack shares how his firm ma…
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David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality
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Today, we sit down with David Strege to explore how he and his partner successfully transitioned their firm to thrive beyond their tenure. David delves into the importance of letting go, serving others, and engaging in industry organizations. His insights offer invaluable takeaways for purpose-focused advisors at every career stage. In this episode…
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In this episode, Joe Bertilson shares his journey from his affiliation with a major investment firm to founding Cedrus Wealth Group. Discover how Joe has integrated faith, generosity, and mentorship to build a purpose-driven advisory firm. Learn about the importance of asking clients about their charitable inclinations, fostering a culture of givin…
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Michael DeLon: Build Your Credibility by Telling Your Authentic Story
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Today, we dive into a fascinating conversation with Michael DeLon, The Credibility Coach. Discover how he empowers financial advisors to share their impact and their stories. You grasp your significance. You comprehend the value of your work for your clients. Yet, finding the right words to resonate with your audience, especially new connections, c…
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Eric Brotman: Building Your Firm for Success Beyond You
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This episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG Financial Advisors in Baltimore, sheds light on intentionally structuring his firm uniquely from the start. By recruiting the right talent and creating plans for equity partnerships, the firm has …
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John Browning: Asking “Why” To Help Your Clients Live Their Best Lives
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This week's episode focuses on an important concept: wealth management isn't just about managing portfolios—it's about shaping lives. Tune in as we follow John Browning's journey through his diverse roles in the wealth and portfolio management industry. Learn from John's invaluable insights on building lasting relationships with clients. In this ep…
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Bill Cates: The Language of Referrals with The OG Referral Coach
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In this episode, we explore common challenges in obtaining quality introductions for financial planners & advisors. Learn from "The Language of Referrals" by our guest, Bill Cates. Tailor your referral approach to different contexts & shift your mindset for successful interactions. Embrace a client-centric referral strategy. In this episode, Rob, P…
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Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team
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In this episode Rob, Phil, and Steve discuss: How Steve differentiates himself as both an attorney and a financial advisor. Building a networking partnership that works and isn’t lopsided. Making it clear what you’re looking for with referrals. Key steps to building a more purpose-focused RIA. Key Takeaways: The importance of building a repeatable …
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In this episode, Rob, Phil, and Phil discuss: How Phil reinvented his career around financial and life planning. Why life planning can be more impactful than solely financial planning. Choosing your niche and understanding your why. Phil’s nine-step process to informed success. Key Takeaways: To lead a more fulfilling life, aligning our resources (…
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Welcome to the new and exciting launch of The Purpose-Focused Advisor, a podcast for financial planners, advisors, and RIAs aimed at merging professional growth with personal fulfillment. Having hosted the Truest Fan Podcast for the past 2 years, Hosts Rob Brown and Phil Calandra asked how they could make the podcast better, more actionable, and fu…
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068: Align and Thrive: Unleashing the Power to Achieve Your Goals
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We've started the year off strong! Some of us are doing really well, while others are gaining momentum. And unfortunately, some of us may already feel like we're falling behind. No matter where you are right now, we all want 2024 to be an amazing year—a year where we not only achieve our goals, but surpass them. Get ready for this episode, because …
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067: The Simplicity Trap: Unraveling the Illusion of Easy
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If you believe that simplifying something automatically makes it easy, then you absolutely need to catch this latest episode! In this week's installment of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra delve into the fundamental distinction between simplicity and ease. They shed light on why these concepts often get mixed up and stres…
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066: Embrace Comparison: Unleashing Growth Instead of Stealing Joy
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Do you often compare your achievements with others? Do these comparisons motivate you to improve or do they leave you feeling defeated, demotivated, or even envious? If you relate to these questions, you are in the right place! In this impactful episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra have a meaningful discussion on how com…
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065: Mastering Your Success Habits: Streamlining, Delegating, and Focusing for Optimal Results
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Join us for an exciting episode of The Truest Fan Blueprint with Rob Brown and Phil Calandra. Explore the power of success habits in business and life. Learn from their experiences and client interactions as they reveal the secrets to maintaining routines and rituals that truly help you reach your goals. Discover the significance of self-discipline…
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064: Unleash the Power of Surrounding Yourself with Your Truest Fans
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In this episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra talk about the transformative power of surrounding yourself with individuals who actively support and root for your success. They discuss the impact of a positive environment in taking ownership of your business and life, and how this can influence your relationships and…
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063: Unleash Your Potential: Harnessing the Power of Mentorship
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Join us for an exciting episode of The Truest Fan Blueprint, where Rob Brown and Phil Calandra dive into the significance of having a mentor or coach. Get ready for some amazing insights and personal stories, showcasing the game-changing power of having someone by your side in both your professional and personal journeys. Rob and Phil stress the va…
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062: Discover the 4 Key Steps to Make Next Year Your Best Ever
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In this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, share their excitement for the planning season. They'll give you some valuable lessons and experiences they've gained from helping clients prepare for the year ahead. Plus, they'll reveal four essential steps to help you achieve your best year ever. They stress ho…
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061: Encore Episode: Finish Line Focus: Master the Final Stretch to End 2023 Like a Champion
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In this special encore episode, hosts Rob Brown and Phil Calandra review a previous episode and explore the idea of finishing 2023 with strength to start an even more successful 2024. As we near the new year, it's crucial to build momentum and position yourself for success in achieving your goals. This episode offers valuable reflections and practi…
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060: The Power of Letting Go: A Leader’s Guide to Effective Delegation
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In today's episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra cut straight to the heart of effective leadership: it's all about smart delegation. Forget the old idea of leaders micromanaging every detail. Real leadership success comes from empowering your team through strategic task delegation. This isn't about taking a step bac…
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The common belief is that saying "yes" to every chance we get is essential, but there's a significant impact in learning to say "no." In this episode, hosts Rob Brown and Phil Calandra discuss the often overlooked power of saying "no," and how it can positively change your life and business. Many entrepreneurs and business leaders struggle with the…
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Financial advisors and business owners often struggle to maintain high-quality service and communication with clients, especially as methods of communication evolve and client expectations change. Maintaining strong client relationships is more complex but also more crucial than ever. Join hosts Rob Brown and Phil Calandra as they explore the art o…
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In today's episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra dive into an engaging discussion on the abundance of information and clues left behind by those who have triumphed in various areas of life and yet, the age-old question lingers: why do some succeed while others remain in the shadows of fear and anxiety? The conversation re…
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Dreaming isn't just about the vivid visions we have when we sleep. It's about using our conscious minds to envision a brighter future. Often overlooked in our busy lives, dreams can be a catalyst for innovation, problem-solving, and personal growth. Join hosts Rob and Phil on The Truest Fan Blueprint as they discuss the importance of dreaming. They…
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We often hear phrases like "set high goals" and "chase your dreams," but we often overlook the crucial step of clarifying our goals, making them tangible. Amidst the abundance of motivational quotes, the true essence of achieving goals often gets lost in the noise. In this episode, Rob and Phil discuss the importance of clarifying goals instead of …
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Motivation vs. Discipline: Unveiling the Path to Lasting Success
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When starting a new fitness routine or venturing into a business endeavor, the initial surge of excitement and motivation propels us forward. But what happens when that initial thrill fades away? Join Phil and Rob in this episode of The Truest Fan Blueprint as they delve into the captivating world of human behavior and personal growth, discussing m…
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Unleashing Passion & Potential: A Framework for Building Winning Teams
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Are you confident that you have the right people in the right roles within your company? Building cohesive teams that complement each other's strengths is crucial, yet many leaders struggle with this challenge. In today's episode, hosts Rob Brown and Phil Calandra explore an insightful framework from one of their favorite authors that not only help…
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Beyond Doubt: Master Decision Making and Chase Your Dreams
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Do you ever feel the desire to chase a dream or goal, but something holds you back? Have you ever felt frozen when you're trying to make a big decision? You believe you need to wait for the perfect moment, overthinking, and unable to act? In this episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra discuss why we often struggle wi…
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We're all familiar with that feeling when we become too complacent and comfortable in life. Whether it's in our careers, relationships, or personal growth, there comes a time when we're just going through the motions. The motivation and drive that once propelled us forward have now hit a plateau. In this episode, hosts Rob Brown and Phil Calandra d…
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Finish Line Focus: Master the Final Stretch to End 2023 Like a Champion
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Feeling like you're falling behind, right on track, or crushing your goals like a pro? No matter where you stand, it's not time to relax just yet. The final part of the race often determines the outcome, and we have just what you need to finish 2023 with a bang. Tune in to the newest episode of The Truest Fan Podcast! Join hosts Rob Brown and Phil …
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In a world full of digital distractions, it's challenging to develop and stick with success habits that lead to greater levels of transformation and accomplishment. However, a simple routine like reading just 10 pages a day can lead to significant personal growth. In this episode of Truest Fan Blueprint, hosts Phil Calandra and Rob Brown discuss th…
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The Inevitability of Life’s Roadblocks and How to Overcome Them
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Professionals and business owners are bound to encounter roadblocks and obstacles during their entrepreneurial journeys. While it is impossible to completely avoid these challenges, we have the power to dictate our response. Developing resilience and adopting a systematic approach are crucial in transforming roadblocks into stepping stones rather t…
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Your best days usually start when you wake up feeling excited. This ray of positivity affects how you go about your day - the actions and decisions you take and how you interact with others. This excitement often stems from enthusiasm - a feeling that inspires you to be authentically who you are. In this episode of the Truest Fan Blueprint, Rob Bro…
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